Why Tesla, Microsoft, and Coinbase? First off, the electric car market is still in its infancy. Also, I forget where but I heard a while back that Tesla's endgame isn't to just be in the car business but that they also have in mind becoming a utilities business which is an even bigger market. Like an energy company that starts with cars and branches out.
Microsoft I think will continue to gain for a few reasons but the biggest ones that come to mind are that it partnered with OpenAI using GPT4 which is more advanced than Google's AI. I'm not saying that Microsoft will replace Google as the main search engine. It's just that Bing, while a good search engine before, had such a tiny piece of the pie. With the excitement around ChatGPT and it being integrated into Bing, I think Microsoft's piece of the pie will be smaller than Google's but because the slice was so small to begin with the growth will be exponential.
It's like you have this huge Goliath of a bodybuilder called Google. Now there's this 90 lb weakling that dedicates his life to bodybuilding and he actually develops a good physique. Maybe he even competes in some amateur competitions. He'll never match Goliath but he improved a lot. Maybe he even doubled in size. He's still smaller but the gains were huge for him.
Now onto Coinbase. Mr. Evil McEvil, Fink from Blackrock, I saw an interview with him months ago. He said that "tokenization of assetts" is the wave of the future and that Blackrock had invested in Coinbase. He kept mentioning Coinbase. So I think there's something to it.
I will find the Benner Cycle chart that says at the bottom that it's good to use for investing in stocks and post it later. Some time within the next day or two.